As important as language and communication is, sometimes it gets in the way. Case in point: A Lead versus a Contact.
Lead them into the sales funnel
In contemporary sales vernacular, a lead is information about someone who “might” be interested in your products are services. Might is the important word here because as a lead, you or your sales team likely haven’t yet reached out to that person to determine whether or not they are a solid candidate. And by solid candidate, I mean someone who will likely purchase your goods or services. When it comes to lead management, what’s cool about using Insightly is that you can quickly designate someone as a lead just by adding them to the Leads tab.
Better still, once you take the next step and reach out and talk to that person and determine that they are not just a lead, but a solid sales prospect, you can take that person’s lead information and convert it to a sales opportunity.
Keep them close as a contact
A contact, on the other hand, can be one of two things. A contact can be someone who was originally a lead but never progressed into a closed sale. OR, they can simply be someone whose information (perhaps a vendor or a consultant you’ve worked with) you’d like to keep on hand in your records. If you want to add somebody as just a contact, you can select the Contacts icon from the navigation menu and then add in the essentials you want for your records.
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.
